Dan Langworthy, Financial Advisor - Welcoming you to his office in Rochester, MN.

Dan Langworthy
Founder, Financial Advisor

Dan Langworthy has over 25 years in the financial services industry with an emphasis on creating a financial plan for clients that focuses on allowing clients to live their ideal lifestyle.

As a student of the financial services business, Dan continuously furthers his education through annual conferences as well as through the three designations that he has obtained over the years.

Designations

CPWA – Dan obtained the Certified Private Wealth Advisor® designation from the University of Chicago Booth School of Business. The CPWA program focuses on four areas:

Human Dynamic
Ethics, behavioral finance, family dynamics

Wealth Management
Tax strategies, portfolio management, risk management, asset management

Client Specialization
Closely held business owners, executives, retirement

Legacy Planning
Charitable giving, estate planning, and wealth transfer

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Details about the CPWA® designation

CIMA – Dan obtained the Certified Investment Management Analyst® designation from the Wharton School of Business at the University of Pennsylvania. The CIMA program focuses on investment management with specific topics on:

  • Modern Portfolio Theory
  • Behavioral Finance
  • Asset Allocation
  • Manager Search and Selection
  • Investment Policy
  • Performance Measurement

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Details about the CIMA® designation

COA – The Certified Options Advisor® designation was a program designed for Financial Advisors, Accountants, and other advisors who work with corporate executives. This rigorous program took over two years to complete and covered specific strategies for all types of equity awards including:

  • Non-qualified Stock Options
  • Incentive Stock Options (ISOs)
  • Impact of AMT when exercising ISOs
  • Tax strategies when exercising ISOs
  • Restricted Stock Units (RSUs)
  • Restricted Stock Grants
  • Stock Appreciation Rights (SARs)
  • Employee Stock Purchase Plans (ESPPs)